Bringing your financial picture into focus
How do you get the most out of your assets – tomorrow, next year, and over the long term? We can help you clarify your objectives and plan for the future. Your private banking and fiduciary services team will share their expertise and guide you toward developing a comprehensive plan for the future that includes:
- Decades of experience administering trusts
- Confidentiality of sensitive family financial information
- Expert asset management for your financial and non-financial estate
- Regulatory compliance and reporting
- Agent for trustee services for individual trustees
- Legacy planning
- Charitable giving
- Family Foundations and more
If you would like more information, please contact Peter Gabriel, Head of Private Banking at 203-328-8110 or firstname.lastname@example.org.Contact us
Investment, trust, credit and banking services offered through Webster Private Bank, a division of Webster Bank, N.A. Investment products offered by Webster Private Bank are not FDIC or government insured; are not guaranteed by Webster Bank; may involve investment risks, including loss of principal amount invested; and are not deposits or other obligations of Webster Bank.
Webster Private Bank is not in the business of providing tax or legal advice. Consult with your independent attorney, tax consultant or other professional advisor for final recommendations and before changing or implementing any financial, tax or estate planning advice.
All credit products are subject to the normal credit approval process.
SEI Investments Management Corp. (SIMC) and Webster Private Bank are independent entities. SIMC is the investment advisor to the SEI Funds and co-advisor to the Individual Managed Account Program (IMAP). SEI Funds are distributed by SEI Investment Distribution Co. (SIDCO). SIMC and SIDCO are wholly owned subsidiaries of SEI Investments Company.